Aspiriant LLC’s TCW Transform 500 ETF VOTE Stock Holding History

Aspiriant LLC’s Portfolio VOTE Stock Details VOTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$17.4M	Buy	192,986 +25,367	+15%	+$2.27M	0.43%	35
2026 Q2	$14.8M	Buy	167,619 +35,588	+27%	+$3.04M	0.36%	38
2026 Q1	$10.1M	Buy	132,031 +1,255	+1%	+$100K	0.29%	44
2025 Q4	$10.5M	Buy	130,776 +25,217	+24%	+$2.01M	0.3%	43
2025 Q3	$8.28M	Buy	105,559 +3,312	+3%	+$250K	0.25%	45
2025 Q2	$7.44M	Buy	102,247 +8,704	+9%	+$585K	0.24%	49
2025 Q1	$6.12M	Buy	93,543 +9,408	+11%	+$650K	0.21%	52
2024 Q4	$5.79M	Buy	84,135 +23,642	+39%	+$1.63M	0.21%	53
2024 Q3	$4.06M	Buy	60,493 +41,177	+213%	+$2.66M	0.15%	59
2024 Q2	$1.23M	Hold	19,316	–	–	0.05%	126
2024 Q1	$1.18M	Hold	19,316	–	–	0.05%	135
2023 Q4	$1.07M	Hold	19,316	–	–	0.05%	141
2023 Q3	$963K	Hold	19,316	–	–	0.05%	137
2023 Q2	$997K	Hold	19,316	–	–	0.05%	133
2023 Q1	$919K	Hold	19,316	–	–	0.05%	137
2022 Q4	$854K	Hold	19,316	–	–	0.04%	140
2022 Q3	$803K	Hold	19,316	–	–	0.04%	133
2022 Q2	$845K	Hold	19,316	–	–	0.04%	132
2022 Q1	$1.02M	Hold	19,316	–	–	0.06%	128
2021 Q4	$1.08M	Hold	19,316	–	–	0.06%	127
2021 Q3	$984K	Buy	+19,316	New	+$1.01M	0.06%	120

Other funds holding VOTE

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return

Values Added Financial Washington, District of Columbia $282M AUM 15.49% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Financial Insights Tacoma, Washington $394M AUM 16.93% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return

Fairman Group Chesterbrook, Pennsylvania $140M AUM 10.49% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return

St Louis Trust Saint Louis, Missouri $960M AUM 18.88% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Aspiriant LLC's VOTE Position: Q3 2026 in Review

Aspiriant LLC increased its TCW Transform 500 ETF (VOTE) stake by 15% in Q3 2026, buying an estimated $2.27M and bringing the position to 192,986 shares worth $17.4M. The position accounts for 0.43% of the portfolio, ranked #35.

Aspiriant LLC first reported a position in VOTE in Q3 2021 and has held it in 21 quarters since. 46 funds tracked by Wall St. Rank hold VOTE as of Q3 2026.

Aspiriant LLC held 192,986 shares of TCW Transform 500 ETF worth $17.4M as of Q3 2026.
Aspiriant LLC bought 25,367 TCW Transform 500 ETF shares in Q3 2026, an estimated $2.27M.
TCW Transform 500 ETF made up 0.43% of Aspiriant LLC's portfolio in Q3 2026, its #35 holding.
Aspiriant LLC first reported a position in TCW Transform 500 ETF in Q3 2021 and has held it in 21 quarters since.
46 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.